edgar-sec-filings

Analyze SEC EDGAR filings to extract financials, risk factors, and investment signals.

30.4k|4.9k|Updated Apr 1, 2026
One-click install
npx skills add https://github.com/HKUDS/Vibe-Trading --skill edgar-sec-filings
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: edgar-sec-filings
Source: https://github.com/HKUDS/Vibe-Trading/tree/main/agent/src/skills/edgar-sec-filings
Command: npx skills add https://github.com/HKUDS/Vibe-Trading --skill edgar-sec-filings

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This skill eliminates the tedious process of sifting through SEC EDGAR filings to manually extract financial health signals, risk disclosures, and insider activity for US public companies.

Core Features & Use Cases

  • Structured Filing Review: Guides focus on 10-K, 10-Q, 8-K, DEF 14A, Form 4, 13F, and SC 13D/G to surface financial trends, governance signals, and material events.
  • Qualitative & Quantitative Signals: Combines financial statement analysis, MD&A tone shifts, risk factor delta, insider transaction scoring, and institutional flow tracking.
  • Investment Decision Support: Use this skill to produce a composite signal report and watchlist recommendation before earnings, M&A, or guidance events.

Quick Start

Summarize the latest 10-K for AAPL, highlight the risk factor changes, and score the composite signal for investment monitoring.

Frequently Asked Questions about edgar-sec-filings

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I extract financial health and insider trading signals from SEC EDGAR filings?

To extract SEC EDGAR signals, you can analyze 10-K, 10-Q, Form 4, and 13F filings to highlight financial trends, risk factor changes, and institutional flows. This produces structured investment insights and a composite signal score for confident trades.

Can I track management tone shifts and risk factor deltas in 10-K and 10-Q filings?

Yes, you can analyze MD&A tone shifts and risk factor deltas in 10-K and 10-Q filings. The Skill applies scoring templates to evaluate qualitative changes, converting text disclosures into structured management tone and risk change signals.

What is the best way to monitor institutional flow and insider activity from SC 13D/G and Form 4?

Monitoring insider activity and institutional flow involves analyzing SC 13D/G and Form 4 filings to track ownership changes and insider transactions. This generates structured transaction scoring and institutional flow tracking signals for investment research.

How do I generate a composite investment signal report before earnings or M&A events?

You generate a composite investment signal report by analyzing 8-K and proxy statement filings for event catalysts, then applying scoring templates to financial health, risk changes, and insider activity to produce a watchlist recommendation.

Do I need yfinance or read_url to retrieve SEC filing data for fundamental research?

Yes, you need yfinance or read_url to retrieve SEC filing data for fundamental research. The Skill requires retrieving data via these methods to access US public company filings before applying its financial health and risk scoring templates.

What limitations exist when analyzing SEC EDGAR filings for investment signals?

A limitation is that the Skill targets US public company filings such as 10-K, 10-Q, and 8-K, requiring data retrieval via read_url or yfinance. It focuses on structured signal extraction rather than executing actual trades or accessing real-time market pricing.